Using Copilot in Finance

Use our guidance for Finance to get inspired, empower your workforce, and realize value from your Copilot investment. Get started with Copilot for Microsoft 365, or go even further with Copilot Studio and other Copilot extensions to streamline business processes.

Download the Finance scenarios kit Watch overview Watch demo

Goals and challenges

AI is transforming crucial tasks in Finance such as budgeting, forecasting, financial analysis, and corporate performance management. AI guided experiences can provide the ability to analyze vast amounts of data, utilize process-based data models to uncover valuable insights, and enhance the accuracy of financial projections.

Transform Finance processes

Planning & analysis

Procure to pay

Risk management & compliance

Microsoft Copilot opportunity to impact key functional area KPIs

Review our KPI overviews and view additional scenario details.

Cost per analysis request

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased agent productivity and higher customer satisfaction rates.​

Days sales outstanding

Improve billing and collections processes by enhancing communications with customers and vendors.

Outsourcing spend

Automate simple tasks that may currently be outsourced or performed by low-level employees. 

Risk management

Finance teams grapple with complex tasks—from credit and collections to risk management and compliance. Get real-time insights and strategic recommendations. 

Spend on financial systems and tooling

Copilot can be extended into ERP systems and other processes to bring data together and speed decision-making without performing expensive updates to financial systems.